Coal-fired power plants are becoming more valuable now that the suddenly strong demand for electricity to run Big Tech’s ...

This energy storage technology is harnessing the potential of solar and wind power—and its deployment is growing ...

Vistra, whose stock gained 70% in 2023 and more than 125% in the first half of 2024, was a 7% position in May. Portfolio managers Shaun Hong and Ubong “Bobby” Edemeka have plenty of experience.

Toward the end of 2020, they purchased Vistra, a Texas-based utility provider with a retail business but no regulated customer base. The dirt-cheap valuation, including a 25% free cash flow yield ...